Sales & Service Advisor
Core
Deliver outstanding sales and customer service for small business insurance products, managing customer interactions from point of sale through to policy amendments, renewals, and cancellations.
Role type
Small Business Insurance Adviser (Sales & Service)
Builds
Tailored small business insurance solutions
Domain
Insurance / Small Business
Deliverable
client delivery
Required skills
Customer service, sales, insurance, assessing customer needs, decision making in non-scripted environments, communication, negotiation, regulatory compliance understanding
Responsibilities
Manage customer interactions from point of sale to policy closure, balance customer needs with risk considerations, identify improvements to deliver excellent customer outcomes
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